Email QuickBooks Online Purchase Orders to your Vendors

How to automatically email QuickBooks Online Purchase Orders to a Vendor

For Purchase Orders created directly in ApprovalMax, you can configure an email that will be sent to the Vendor once a QuickBooks Online Purchase Order has been fully approved. This email is triggered if the checkbox for "Automatically email approved Purchase Order" has been ticked - either manually by the Purchase Order Requester, or automatically.

The Purchase Order Requester is responsible for this procedure. To initiate the process, they need to fill in the email form located at the bottom of the Purchase Order creation form.

A PDF document generated by QuickBooks Online after the final approval as well as any attachments that have been added to the email form (see the "Attachments to Vendor" section) will be sent with that email.  



Such Purchase Orders will be emailed to the Vendor as soon as the approval process has been completed successfully.

    • Related Articles

    • How Purchase Order numbers are assigned in ApprovalMax

      Overview Xero QuickBooks Online Overview In ApprovalMax, Purchase Order numbers are not generated by ApprovalMax but assigned by your connected accounting system once a Purchase Order has been fully approved and sent through. This article applies to: ...

    • Which Purchase Order attachments get sent to the Vendor?

      A PDF file containing only the Purchase Order itself will be emailed to the Vendor after its final approval. If you attach any files to the Purchase Order, they will not be sent. However, when you select that your Purchase Order should be sent ...

    • How to create Purchase Orders in ApprovalMax

      To create a Purchase Order in ApprovalMax, click on the +NEW REQUEST button in the top right-hand corner near your avatar: In the pop-up, select the request type Purchase Order from the respective Organisation and click on CREATE A REQUEST: The ...

    • How to automatically email NetSuite Purchase Orders to a Supplier

      For Purchase Orders created directly in ApprovalMax, you can configure an email that will be sent to the Supplier once a NetSuite Purchase Order has been fully approved. This email is triggered if the checkbox for "Automatically email approved ...

    • Automatically email Xero Purchase Orders created in ApprovalMax to a Supplier

      For Xero Purchase Orders created directly in ApprovalMax you can set up an email that will be sent to the Supplier once they're fully approved. You can also add more email recipients under Xero Contacts to keep everyone informed: This email is ...